AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
34
+11
277
$3K ﹤0.01%
+67
278
$2K ﹤0.01%
42
-2
279
$2K ﹤0.01%
10
280
$2K ﹤0.01%
28
281
$2K ﹤0.01%
33
282
$2K ﹤0.01%
660
283
$1K ﹤0.01%
35
-379
284
$1K ﹤0.01%
33
285
$1K ﹤0.01%
83
-559
286
$1K ﹤0.01%
2
287
$1K ﹤0.01%
6
288
$1K ﹤0.01%
6
-10
289
$1K ﹤0.01%
8
290
$1K ﹤0.01%
38
-1
291
$1K ﹤0.01%
5
292
$1K ﹤0.01%
1
293
$1K ﹤0.01%
3
294
– –
-20
295
$0 ﹤0.01%
2
296
– –
-100
297
– –
-6
298
– –
-196
299
– –
-421
300
– –
-628
10 11
12
13 14